Settings and activity

18 results found

1. Bank reconciliations - option to hide checked items for easier list of open transactions

   47 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Dean Busack supported this idea  ·  Mar 6, 2025

2. Balance Swap - Edit Amounts

   50 votes

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   4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Dean Busack supported this idea  ·  Mar 6, 2025

3. Toggle off closed accounts in bank reconcile

   43 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Dean Busack supported this idea  ·  Mar 6, 2025

4. Unwanted Updates to Bank Reconcile

   45 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Dean Busack commented  ·  Mar 6, 2025  ·  Edit…  ·  Delete…

   Definitely a downgrade.

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   Dean Busack commented  ·  Mar 6, 2025  ·  Edit…  ·  Delete…

   WHY did they make these changes???

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   Dean Busack supported this idea  ·  Mar 6, 2025

5. board portal

   204 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Dean Busack supported this idea  ·  Jun 20, 2023

6. Combine credit card fees with the donation amount

   120 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   This just released today..This should help with the reporting.

   6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

   Dean Busack supported this idea  ·  Jun 20, 2023

7. ApplePay, PayPal, Venmo integration

   53 votes

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   3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Dean Busack supported this idea  ·  Jan 11, 2023

8. Admin Fee Edit

   37 votes

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   3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Dean Busack supported this idea  ·  Jun 30, 2022

9. Turn off notifications when deactivating CSuite user

   41 votes

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   0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Dean Busack supported this idea  ·  Jun 30, 2022

10. Color code outward facing fields

    61 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Dean Busack supported this idea  ·  Jun 30, 2022

11. One Log In Across Foundant Platforms

    227 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Dean Busack supported this idea  ·  Jun 30, 2022

12. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Dean Busack supported this idea  ·  Apr 8, 2022

13. investment strategy: option set a dollar amount

    19 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Dean Busack supported this idea  ·  Apr 8, 2022

14. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    31 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Dean Busack supported this idea  ·  Apr 8, 2022

15. Edit Profile Payments

    23 votes

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    6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Dean Busack supported this idea  ·  Dec 6, 2021

16. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Dean Busack supported this idea  ·  Apr 1, 2020

17. Back and Forward Button

    61 votes

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    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Dean Busack supported this idea  ·  Mar 17, 2020

18. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Dean Busack supported this idea  ·  Mar 2, 2020